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Location

Vaughan, ON | Canada

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Job description

Job Summary

Job Description

What is the opportunity?

As a member of The Chieduch Group team, RBC Dominion Securities (DS), Vaughan, you will uphold the proactive, high level and hands-on client service model that is paramount to the success and continued growth of this wealth management and investment advisory business.  As a team we look forward, challenge the status quo, and bring the vast resources of RBC to a focal point for our family of clients.  We believe in building deeper, lasting, and more meaningful client relationships, so we can concentrate every bit of energy and expertise on the families we serve.  We challenge ourselves every day to be our best, support one another in everything we do, and work together to deliver trusted advice and proactive, timely service to support our clients and all their financial, and wealth management needs. 

This role will work alongside with, and provide support to, the Lead Investment Strategist, as well as be a part of the Portfolio Management Team. This role will be responsible for all trading activity for the team.  This includes managing and maintaining the day-to-day activities required to ensure the curated investment portfolios the team offers to its clients are executed accurately and timely.  Proactively track bulk trading, in-bound day trade requests for key clients, account cash balances, along with some administrative responsibilities, etc.  This role requires an individual who works well with others, is proactive, collaborative, professional and detail oriented.

What will you do?

• PIM Modelling (Re-balance and new funds)

• Trade Surveillance (ownership - communication to management)

• Client Cash Balance Management

• Responsible for bulk trading and all trading required to manage & maintain client portfolios / investment strategies

• PIM Risk – address all risk cases

• Daily monitoring of trade executions, corrections, debts, cash requirements, etc.

• Weekly Cash balance report (non pim) - monitor and process trades

• Tracking Profit/Loss for client accounts

• Client portfolio summary management & ad hoc reporting

What do you need to succeed?

Must Have

• Approval as a Registered Investment Representative (IR) with IIROC and Options licensed

• 2 years or more of professional trading experience within investment industry.

• Excellent client relationship management skills.

• A self-directed individual with a team-oriented mindset.

• Exceptional written and verbal communication skills.

• Strong Microsoft Office skills, and a familiarity with Sales Force.

• University degree.

Nice to Have  

• Meticulous attention to detail and strong problem solving and analytical skills.

• Working towards or have successfully completed the WME and/or CIM.

• Community involvement

What’s in it for you ?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, high-performing and fun team

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities          

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Interpersonal Relationships, Investment Risk Management, Problem Solving

Additional Job Details

Address:

3300 HWY 7:VAUGHAN

City:

VAUGHAN

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-01-22

Application Deadline:

2024-04-01

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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